Getting started
Who is Kick for?
What’s included?
What’s next?Onboarding and Setup
1. Welcome!2. Personalization3. Real-time P&L4. Receipt matching5. Deadlines6. BillingFAQs
How to use Kick
Reporting
Your AccountGetting started (v1)
Getting Started
SetupExtra page templates
Setup
Blocks
Documentation
Design SystemWhat happens after sign-up?
Kick is self-driving bookkeeping. We join AI power with expert human support to give you peace of mind, save you money, and keep you organized so that you can focus on growing your business.
Getting started with Kick is easy and intuitive. Here’s what to expect:
4. Financial insights | Kick sends you monthly insights with key data about your business. That way, you always know where your business stands and can make informed decisions. |
1. Connect your accounts | You can connect any personal and business accounts you have- Kick organizes everything so you see the full picture, at-a-glance. |
2. Kick categorizes your transactions | We use AI and human experts to categorize and identify your tax deductions. We’ll also help you stay on top of IRS compliance rules. |
3. Get your reports within 24 hours | You can view, download, and share real-time reports whenever you need them. Within 24 hours of connecting your accounts, you’ll see a P&L of activity starting with last month. |
5. Tax time | When it’s time to file, easily share your reports with your CPA to complete your filing. |
As a Kick user, you can:
✓ Connect unlimited accounts
✓ Request catch-up bookkeeping
✓ Add additional members to your account
✓ Bookkeep for unlimited business entities
✓ Match your receipts to transactions via email or text
✓ Share your reports with your CPA at any time
✓ Talk to expert support
What do I need to do to put my bookkeeping on autopilot?
We keep things really simple. Just add your business info, connect all your financial accounts, and we’ll take care of the rest!
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